Senior Manager, Annuities Sales

Role Responsibilities:

• Own the entire sales funnel and revenue targets for the annuities division, operating as a hands-on player-coach who actively sells, coaches, and drives weekly execution.
• Build and scale a high-performing team of licensed sales and operations professionals, establishing rigorous coaching rhythms, clear performance metrics, and effective playbooks.
• Architect and manage the complete operational backbone—including licensing, suitability, rollovers, and commissions—to ensure an efficient and seamless customer experience.

Required Qualifications:

• A proven seller with deep expertise in the annuities market and a track record of exceeding personal and team quotas in a consultative, compliance-heavy environment.
• 7−12+ years of experience leading inside sales and operations teams, with a reputation for hiring top talent, building effective playbooks, and rapidly improving performance.
• Must hold an active Life & Annuity producer license, be up-to-date with NAIC training, and be ready to take live calls and close business on day one.

Strategic Execution:

• Influence product and portfolio strategy using customer insight and unit economics; turn findings into requirements for education, quoting, e‑app, and servicing.
• Shape go‑to‑market strategy with Marketing; tighten the loop from lead quality to scripts and funnel changes.
• Design and implement scalable operational processes for everything from application to policy administration, ensuring a seamless and efficient customer experience on our platform.